670 Financial Advice jobs in Singapore

Function(s): Audit

Work Type: Permanent

Start Date for Applications: 3 Oct 2025

Closing Date for Applications:

KPMG in Singapore is part of a global organization of independent professional services firms providing Audit, Tax and Advisory services. We operate in 143 countries and territories with more than 273,000 partners and employees working in member firms around the world. Each KPMG firm is a legally distinct and separate entity and describes itself as such. KPMG International Limited is a private English company limited by guarantee. KPMG International Limited and its related entities do not provide services to clients.

Job Description

The successful candidate will have the following responsibilities:

• Working in teams to acquire an in-depth understanding of our client's business;
• Carrying out the audit based on audit planning, prepare appropriate audit work papers;
• Understanding the relationships between objectives of the audit sections, the need for the sufficiency of audit evidence, and presentation of the conclusions

The ideal candidate should have:

• A recognised degree in Accountancy and professional accounting qualifications such as ACA, ACCA, CPA Australia or equivalent
• Brings along 1 - 3 years of experience in handling a portfolio of listed clients
• A good understanding of pertinent business and risk management issues and familiarity with the relevant regulatory and reporting standards
• Good working knowledge of IFRS
• Experience in handling IPO engagements is greatly advantageous
• Excellent communications skills, strong analytical skills and excellent business acumen

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Only shortlisted candidates will be contacted by KPMG Talent Acquisition team, personal data collected will be used for recruitment purposes only.

At KPMG in Singapore we are committed to creating a diverse and inclusive workplace. We believe that diversity of thought, background and experience strengthens relationships and delivers meaningful benefits to our people, our clients and communities. As an equal opportunity employer, all qualified applicants will receive consideration for employment regardless of age, race, gender identity or expression, colour, marital status, religion, sexual orientation, disability, or other non-merit factors. We celebrate the different talents that our people bring and support every staff member in their journey to achieve personal and professional growth. One of the ways we do this is through Take Charge: Flexi-work, our flexible working framework which enables agile and innovative teams to help deliver our business goals.

Job Scope

• Work with clients to deliver risk management strategies that fit their risk profiles

• Achieve customer acquisition and revenue growth objectives

• Learning

• Learning tracks tailored to nurture and develop future leaders in our industry.

• 12-week comprehensive programme designed to equip you with in-depth business knowledge, technical, and interpersonal skills.

• Compulsory comprehensive business induction and other regional development programmes.

Benefits

• Allowance of up to $6000 (before commissions and bonuses)

• Incentive overseas trips

• Individual and Small Group Mentoring

Requirements

• Diploma or Degree from a recognized institution in any field

• Passionate to make a difference

• Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind

• Outspoken with excellent communication & interpersonal skills

• Equally motivated by working independently as well as collaborating in a team

At Invictus, we believe in Empowering a Happy, Abundant and PurPoseful You. Join us and build meaningful relationships as we walk with you toward financial freedom.

Job Type: Full-time

Pay: $, 6,000.00 per month

Benefits:

• Flexible schedule
• Professional development

Education:

• Local Polytechnic Diploma (Preferred)

Work Location: In person

Job responsibilities:

• Provide professional financial advisory services to our clientele.
• Analyze and manage our client's financial portfolio
• Developing & maintaining long term relationship with the clients.
• Grow and protect their assets through sales and marketing of the company's range of products.

Job requirements:

• Minimum full certificate in GCE "A" level
  
  (3 passes in H2 subjects and 2 passes in
  
  H1 subjects), or
• Diploma awarded by a polytechnic in
  
  Singapore, or
• International Baccalaureate Diploma
  
  qualification, or
• Any other academic qualification which is
  
  equivalent to the qualifications above
• No experience required, Entry level

Job Types: 

Full-time, Entry level job

Salary: 

$2,700 - $3,500 per month

Benefits:

• Performance-based incentives such as allowance, commission and overseas trips
• Industry and company recognition, e.g., Million Dollar Round Table and Top Financial Services Consultants Award
• Continuous professional development through a comprehensive training and development programme
• Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional Financial Services Consultants
• Additional leave
• Flexible schedule

Supplemental pay types:

• Commission pay
• Performance bonus
• Retention bonus
• Yearly bonus

Work Location: Onsite, Tampines, East region

Possible to convert to remote

SP-TMC- Steve Tay Group

Authorized representative of AIA Singapore(Reg No R)

Unlock Your Potential with Manulife Financial Advisers - Dunn & Partners

Are you ready to ignite your career in the financial planning industry and make a real impact? Join our elite team at Manulife Financial Advisers - Dunn & Partners and embark on a journey where your passion for finance meets purpose.

Why Us?

• Empower Lives: Become a Financial Consultant and guide individuals and families towards financial security and prosperity, making a meaningful difference in their lives.

• Limitless Growth: At Dunn & Partners, the sky's the limit for your career. Whether you're a seasoned professional or just starting out, we provide unparalleled opportunities for personal and professional growth through personalized mentorship - to help you discover your distinctive and propel you towards achieving your significance.

• Supportive Community: Join our close-knit team where collaboration, respect, and mutual success are celebrated. Here, you're not treated like an employee, you're a partner in our journey of success.

Ready to Transform Lives?

As a Financial Consultant at Dunn & Partners, your responsibilities include:

• Crafting personalized financial strategies to meet the unique needs and goals of each client.

• Providing sound advice on wealth management, retirement planning, and estate planning to empower clients on their financial journey.

What We're Looking For?

• Enterprising individuals who are graduating from the Universities to enter the workforce or career switchers with working experience committed to making a difference.

• To be at least 21 years old for both Singaporean citizens or Permanent Residents with a minimum A level / Diploma qualification or equivalent.

• CMFAS Modules 5/9/9A/HI are advantageous

What can you expect?

• Performance-driven Rewards: Enjoy generous commission and renumeration, and exciting incentives, including opportunities for international travel, as you excel in your role.

• Industry Recognition: Join the ranks of the elite with prestigious accolades like the Million Dollar Round Table and Titans Club membership.

• Continuous Learning: Elevate your skills with our comprehensive training and development programs designed to nurture your professional growth.

• Leadership Pathways: Seize the opportunity to build your own successful agency and mentor a team of driven Financial Consultants.

Ready To Elevate Your Career?

Join us at Dunn & Partners and be part of a team committed to shaping a brighter financial future for all. Your success is our priority – let's chart a course to greatness together. Apply now and embark on a rewarding journey with us.

About the Role

As a Financial Services Manager, you will play a key leadership role in developing, coaching, and mentoring a team of financial consultants. You will guide them in delivering quality financial advice to clients in areas such as protection, savings, investments, and retirement planning. This role provides opportunities for both leadership development and career advancement within Prudential.

Key Responsibilities

• Lead, coach, and mentor a team of financial consultants.

• Drive performance through goal setting, training, and continuous development.

• Support financial consultants in delivering professional financial advice to clients.

• Build and maintain a client base while upholding high standards of professionalism

and compliance.

• Stay updated on industry developments, regulatory requirements, and Prudential's

product offerings.

What We Offer

• Structured leadership and management training programs.

• Access to Prudential's comprehensive suite of financial solutions and digital

platforms.

• Opportunities for career progression and recognition within the financial services

industry.

• A supportive and collaborative working environment.

Who We're Looking For

• Candidates must be at least 21 years old and must possess at least:

o A full certificate in GCE 'A' Level,

o International Baccalaureate Diploma qualification,

o Diploma awarded by a Polytechnic in Singapore,

or any other academic qualification which is equivalent to the above

qualifications.

• Individuals with leadership potential and strong interpersonal skills.

• Prior experience in financial services, sales, or people management is an advantage.

• Committed to professional growth and developing others.

DKO

A Group of Agency Units of Prudential Assurance Company Singapore

Approval Code: AT18Sep25YP24

Roles and Responsibilities

Client Relationship Management & Consultation

• Conduct in-depth consultations with prospective and existing clients to understand their priorities and financial objectives/needs, risk tolerance, and life circumstances.

• Build and cultivate long-term client relationships through proactive communication, regular portfolio reviews, and customized service.

• Act as the primary point of contact for clients, addressing their questions and concerns in a timely and professional manner.

• Educate clients on financial concepts, investment strategies, and market conditions.

Financial Planning & Analysis

• Gather and analyze clients' priorities and objectives, personal information, financial information, including assets, liabilities, income, expenses, and risk tolerance. Client's current investment portfolio including any existing life policy.

• Develop comprehensive and customized financial plans to meet client's priorities and objectives/needs covering retirement planning, education funding, estate planning, tax optimization, and risk management.

• Present financial plans and investment proposals to clients in a clear and informed manner.

• Implement the client's financial planning recommendations and update client regularly and follow up to completion of the financial planning process.

• Conduct regular annual review to monitor the progress towards the client's objectives/goals.

• Continue to service client for in-force policy request such as change of beneficiaries, address change, policy ownership change, premium finance transactions, policy loan, partial surrender, full surrender, etc.

On-going Monitor/Review Client's Situation

• Conduct regular annual review for transfer-in and orphan policy.

• Provide service to client for in-force policy request such as change of beneficiaries, address change, policy ownership change, premium finance transactions, policy loan, partial surrender, full surrender, etc.

Business Development & Compliance

• Proactively seek and develop new client relationships through networking, introducers, seminars, and other marketing efforts.

• Stay current with financial markets, industry trends, and regulatory changes.

• Prepare pitch decks, proposals, and reports for prospective partners and clients.

• Support in organising and executing partner events, training sessions, and industry networking engagements.

• Verify and establish the true and full identity of client and ensure compliance with regulatory requirements.

• Ensure all activities are in strict compliance with regulatory and company policies.

• Maintain accurate and confidential client records.

Qualification and Skills:

• Experience: 2+ years of proven experience in financial planning, wealth management or a related role.

• Licensing: As per MAS requirements.

Skills:

• Strong understanding of investment products, financial planning principles, and market dynamics.

• Excellent interpersonal, communication, and presentation skills.

• Proven ability to build trust and foster long-term client relationships.

• Strong analytical and problem-solving abilities.

• Self-motivated with a strong aptitude for sales and business development.

• Proficiency in MS Office Suite.

About the Role

As a Financial Services Manager, you will play a key leadership role in developing, coaching, and mentoring a team of financial consultants. You will guide them in delivering quality financial advice to clients in areas such as protection, savings, investments, and retirement planning. This role provides opportunities for both leadership development and career advancement within Prudential.

Key Responsibilities

• Lead, coach, and mentor a team of financial consultants.

• Drive performance through goal setting, training, and continuous development.

• Support financial consultants in delivering professional financial advice to clients.

• Build and maintain a client base while upholding high standards of professionalism and compliance.

• Stay updated on industry developments, regulatory requirements, and Prudential's product offerings.

What We Offer

• Structured leadership and management training programs.

• Access to Prudential's comprehensive suite of financial solutions and digital platforms.

• Opportunities for career progression and recognition within the financial services industry.

• A supportive and collaborative working environment.

Who We're Looking For

• Candidates must be at least 21 years old and must possess at least:

o A full certificate in GCE 'A' Level,

o International Baccalaureate Diploma qualification,

o Diploma awarded by a Polytechnic in Singapore,

or any other academic qualification which is equivalent to the above

qualifications.

• Individuals with leadership potential and strong interpersonal skills.

• Prior experience in financial services, sales, or people management is an advantage.

• Committed to professional growth and developing others.

DKO

A Group of Agency Units of Prudential Assurance Company Singapore

Approval Code: AT18Sep25YP24

Job Description & Summary

At PwC, we help clients build trust and reinvent so they can turn complexity into competitive advantage. We're a tech-forward, people-empowered network with more than 370,000 people in 149 countries. Across audit and assurance, tax and legal, deals and consulting we help clients build, accelerate and sustain momentum. Find out more at

Our Financial Services Assurance Practice works with organisations to strengthen trust and transparency by building, maintaining and providing trust over financial reporting in a fast changing, technology-driven world. As Asia's top financial services practice, our audit approach is at the leading edge of best practice. We draw upon our extensive industry knowledge for our clients including top blue chip companies in the asset management, banking, capital markets, and insurance sectors. We provide our clients with insights, empowered by leading technologies, into marketplace developments and global opportunities.

Job Description

We are now seeking for suitable & capable talents with strong Financial Services audit experience to join our Financial Services Assurance team to assist with participating in a broad range of statutory audit assignments for our Banking & Capital Markets clients. Together we can build trust in society and solve important problems.

Key responsibilities:

• Involvement in a broad range of statutory audit assignments for our financial services clients
• Potential involvement in selected advisory assignments which could include providing advice on accounting for complex arrangements and instruments, internal control & risk management reviews, financial due diligence and transactions support (amongst others)

Requirements:

• Degree holder in any discipline
• Professionally qualified preferred
• Min. 2 years and above of relevant experience with an international public accounting firm, with extensive experience in statutory and regulatory audits of Banking & Capital Markets clients
• Strong interpersonal, written and verbal communication skills
• Excellent team working skills

*Thank you for your interest in developing a career with PwC Singapore. Only shortlisted candidates will be notified due to the high number of applicants for this role.

Your Financial Journey Starts Here: Become a Financial Services Consultant

Are you ready to build a career that's more than just a job? At Magellan & Co., we're all about transforming lives—both our clients' and our own We help people navigate life's big moments and build a secure, peaceful financial future, even when things get tough.

We're looking for enthusiastic, motivated individuals to join our collaborative team as a Financial Services Consultant. This is your chance to start a new adventure in finance, helping people turn their dreams into reality.

Why This Role Will Make You Smile:

• No Experience? No Problem This is the perfect opportunity for fresh graduates or anyone looking for a career change. We'll give you full, comprehensive training and guidance to make sure you succeed. You just need the passion to learn
• Make a Real Impact: This isn't just about numbers. You'll be a true partner to your clients, helping them build wealth, protect their families, and plan for a bright future. It's a role that's incredibly rewarding.
• You're the Boss of You: Enjoy the freedom and flexibility to manage your own time and career progression. Your hard work and ambition directly translate into your success
• Be Part of a Happy Team: You'll be working alongside a supportive team of friendly professionals who are all about helping each other grow.

What You'll Be Doing:

• Helping clients build and protect their wealth with customized, creative solutions.
• Putting together personalized financial plans for individuals and businesses (think retirement, education, and beyond).
• Working closely with our wonderful team and keeping clients happy with great service.

You Are:

• A GCE "A" level, Polytechnic Diploma, or Degree holder.
• Someone with a big heart who wants to make a tangible difference in people's lives.
• Ambitious, goal-oriented, and ready to take charge of your career.
• A team player who loves collaborating and winning together

Ready to start your amazing new career? We can't wait to hear from you